Plan Snapshot
- Plan Sponsor: Robert E. Carter Enterprises, INC.
- Sponsor EIN: 680061479
- Sponsor Address: 110 E. COUNTY ROAD 53, WILLOWS, CA, 95988
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 24 | $2.5M | $29,853 | $42,007 |
| 2023 | 23 | $2.3M | $34,739 | $176,255 |
| 2022 | 23 | $2.0M | $0 | $32,645 |